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Reminds me of how ever since egg prices went to the moon we've all had to give up dessert and subsist on thin gruel for breakfast.

What's that? Egg prices are back down after suppliers cranked up their output? Surely nothing like that is possible with hardware... Personal computing is dead forever...


That’s the issue: ram suppliers have not started building new fabs, which means they expect this demand to be temporary and they’re just going to make a killing on it while they can. It takes years to get a fab up, and they think demand will be gone by then. So that means ridiculous prices now, and if demand doesn’t drop, ridiculous prices until someone thinks the demand will continue for four more years after that moment. Whatever the moment, building for four years out is a risk. So this could last forever.


> SK Hynix to invest about $13 bln in a new South Korea plant to meet AI memory demand

https://www.reuters.com/world/asia-pacific/sk-hynix-invest-a...

> SK Hynix has reportedly broken ground on a new advanced memory packaging facility in West Lafayette, Indiana, that should boost the supply of US-made high-bandwidth memory (HBM)

https://www.theregister.com/on-prem/2026/04/22/sk-hynix-brea...

> Samsung to advance mega-fab expansion by 6 months to get ahead in capacity race; SK Hynix follows suit

https://www.kedglobal.com/korean-chipmakers/newsView/ked2026...


It takes 5 months for a newly-hatched chicken to start laying eggs. It takes 5 years after breaking ground on a new fab to start producing chips.


This will happen eventually but there is a much longer lag for hardware supply than for egg supply so I wouldn’t expect a ton of improvement until late 2027 or even 2028.


Ah yes, like those dang ol no good reds in single party California, sabotaging their high speed rail project for the past 20 years. 14 billion in the hole and not a single mile of track.


that was sabotaged by musks hyperloop


I'm curious which software you have in mind. Ex: seL4 is technically C, but I'd say the theorem prover is doing most of the real work there.


Specifically? I'm thinking of qmail.

qmail was at one point the second most widely deployed email server, handling the majority of online mail. It wasn't a research project; it's not obscure. Yahoo used to use it.

And what I mean by track record: After more than a decade after the last published version, a theoretical attack was found requiring special setup uncommon for a sysadmin, and impossible ten years prior.

When anyone thinks about how to build reliable secure software, I think they should be thinking of qmail because it really has no public source-available equal, except maybe djbdns.

seL4 on the other hand makes some specious claims about some ten year old version of itself, and so few people have even heard about it you thought it important to remind it is "technically" C -- qmail isn't like that at all: There is no prover, no test suite, and almost no metaprogramming of any kind. It's just C.


The original is GPL licensed, while the rewrite is MIT.


Was at actually so important to rush with the switch?


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